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Accounts: Update images, and accompanying text
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The Globus web app has gone through some UI changes.  This commit
updates a number of Account-related images, and the text referencing
those images.
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akkornel committed Sep 3, 2024
1 parent 7133498 commit 4c339d3
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14 changes: 5 additions & 9 deletions accounts/leaving.md
Original file line number Diff line number Diff line change
Expand Up @@ -69,28 +69,24 @@ Globus account.

### Step 1: Check Transfers

First, you should check on the endpoints you administer. [Log in to Globus](https://www.globus.org/app/transfer), and you will be taken to the transfer page.
First, you should check on the endpoints you administer. [Log in to Globus](https://www.globus.org/app/transfer), and you will be taken to the File Manager.

{% include hero-image.html
src="/assets/accounts/TransferPage.png"
alt="Globus 'Transfer' page"
caption-overlay=true
caption-header=""
caption-text=""
alt="Globus File Manager"
%}

In the left-side menu is the **Activity** option. If any transfers are
In the left-side menu is the **Activity** button. If any transfers are
in progress, a number will appear on top of the icon. You should only continue
when there are no transfers in progress.

### Step 2: Uninstall Globus Connect
### Step 2: Uninstall Globus Connect software

If you have Globus Connect Personal installed on any computers, uninstall the
software now.

If you administer any Globus Connect Server instances, and you are planning on
deleting those as well, uninstall the `globus-connect-server` package from the
server.
deleting those as well, uninstall Globus Connect Server.

{% include info-box.html
icon="asterisk"
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29 changes: 10 additions & 19 deletions accounts/link.md
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Expand Up @@ -35,31 +35,34 @@ are not already logged in, then you will be presented with the login page:
caption-text=""
%}

Log in as normal, and you will arrive at the transfer page:
Log in as normal, and you will arrive at the File Manager:

{% include hero-image.html
src="/assets/accounts/TransferPage.png"
alt="Globus transfer screen"
caption-overlay=true
caption-header="The Globus 'Transfer Files' screen"
caption-header="The Globus File Manager"
caption-text=""
%}

Click on the **<i class="fas fa-user-circle"></i> Account** option (near the bottom-left corner of the page). This will
take you to the Account Management page:
Click on the **<i class="fas fa-cog"></i> Settings** button (near the
bottom-left corner of the page). This will take you to the Account tab on the
Settings page:

{% include hero-image.html
src="/assets/accounts/AccountManagement.png"
alt="Globus Account Management"
caption-overlay=true
caption-header="Account Management"
caption-text="All linked identites, and Globus Plus status, are displayed here."
caption-text="Your primary and all linked identites are displayed here."
%}

The Account Management page displays your current primary identity (likely your
The Account tab displays your current primary identity (likely your
Stanford identity) and any linked identites.

To link a new identity, click on **<i class="fas fa-id-card"></i><i class="fas fa-plus-circle"></i> Link Another Identity**, on the right of the page.
To link a new identity, click on the **<i class="fas fa-id-card"></i><i
class="fas fa-plus-circle"></i> Link Another Identity** button (located near
the top-right of the page).

{% include hero-image.html
src="/assets/accounts/AddLinkedIdentity.png"
Expand All @@ -78,15 +81,3 @@ with the newly-linked identity listed in the _linked identities_ section.
header="Identities cannot be double-linked"
content="If you want to 'move' a linked identity, you will need to un-link the identity from the 'losing' primary, before you link it to the 'gaining' primary."
%}





<a name="example"></a>
{% include hero-image.html
src="/assets/accounts/IdentityDiagram.svg"
alt="A diagram of one human with a Stanford account, a Google account, and an Ohio State account."
caption-header="Three accounts, one identity"
caption-text="This person has accounts at two instutions, plus Google, but Globus recognizes this as one Human."
%}
63 changes: 36 additions & 27 deletions accounts/unlink.md
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Expand Up @@ -29,42 +29,49 @@ When you do find yourself needing to unlink an identity, follow this procedure.
%}

To unlink an identity, [log in to Globus](https://app.globus.org/)
and click on the **<i class="fas fa-user-circle"></i> Account** link (near the bottom-right corner of the page).
and click on the **<i class="fas fa-user-circle"></i> Settings** button (on the
left-side column of buttons, near the bottom).

{% include hero-image.html
src="/assets/accounts/TransferPage.png"
alt="Globus transfer screen"
caption-overlay=true
caption-header="The Globus 'Transfer Files' screen"
caption-text="The 'Account' link is in the bottom-left corner of the page."
caption-text="The 'Settings' button is near the bottom-left corner of the page."
%}

The Account page displays your primary and linked identities. Near the
upper-right of the page, locate and click on the **<i class="fas fa-id-card"></i> Manage Identities** link.
On the Settings page will be a list of your identities, both primary and
linked. Your primary identity will have a <i class="fas fa-crown"
title="crown"></i> symbol next to it.

{% include hero-image.html
src="/assets/accounts/AccountManagement.png"
alt="Globus transfer screen"
caption-overlay=true
caption-header="The Globus 'Account' screen"
caption-text="The 'Manage Your Identities' link is in the upper-right quadrant of the screen."
caption-header="The Globus Settings page, showing the Account tab"
caption-text="This user has four identities. '[email protected]' is the
primary identity; the others are linked identities."
%}

Although this page lists your identities, it does not allow you to manage them.
To manage your identities, click on the **Manage Identities** button (on the
top-right part of the page).

You will be taken to a page listing all of your identities. Each linked
identity will have a large <i class="fas fa-times" title="letter X"></i> to the
identity will have a <i class="fas fa-trash-alt" title="trash can"></i> to the
right of the identity.

{% include hero-image.html
src="/assets/accounts/Identities.png"
alt="Globus account identities screen"
caption-overlay=true
caption-header="The Globus 'Identities' list"
caption-text="Click on the letter X to delete an identity."
caption-header="The Globus Manage Identities page"
caption-text="Click on the trash can to delete an identity."
%}

Locate the identity you wish to remove, and click on the <i class="fas
fa-times" title="letter X"></i>. You will then be asked if you are sure about
unlinking the identity.
fa-trash-alt" title="trash can"></i>. You will then be asked if you are sure
about unlinking the identity.

{% include hero-image.html
src="/assets/accounts/UnlinkingConfirmation.png"
Expand Down Expand Up @@ -102,23 +109,30 @@ this whenever you change your primary institutional affiliation.
content="The steps below will cause all transfer and endpoint history to be lost. Endpoints will also be deactivated, so you will have to sign into them again. You should make a note of endpoints that you do not control, but which you have recently used, to reactivate them later."
%}

### Step 1: Check Your Endpoints
### Step 1a: Check Your Admin Access

Check all of the endpoints (including shared endpoints) you administer, making sure that your
_current_ primary identity is on the list of administrators. Globus Connect
Personal endpoints—and shared endpoints created from Globus Connect Personal
endpoints—are excluded from this step, because they can not have multiple
administrators.
If you are an owner or administrator of any Globus Connect Server endpoints, or
of any Mapped Collections, consider adding a coworker (or a Globus Group
containing one or more coworkers) as an Administrator. This will ensure admin
access can be maintained during the transition.

{% include hero-image.html
src="/assets/server/EndpointRoles.png"
alt="A Globus Connect Personal endpoint, showing the list of roles."
alt="A Globus Connect Server endpoint, showing the list of roles."
caption-overlay=false
caption-header="An example Globus Connect Personal endpoint"
caption-header="An example Globus Connect Server endpoint"
caption-text="This is where you should check administrators. This is a
Globus Connect Personal endpoint, so only one administrator is allowed."
Globus Connect Server endpoint, with multiple administrators."
%}

### Step 1b: Check Your GCP

If you are running Globus Connect Personal (GCP), it will remain associated
with whichever Globus Identity you selected when you installed it. It is not
possible to change the ownership of a Globus Connect Personal installation, so
if you want it associated with a new owner, you will have to do a fresh
installation of GCP.

### Step 2: Unlink All Linked Identities

Make a note of all of the your linked identities. Then, follow the
Expand All @@ -142,12 +156,7 @@ to link all of your other identities to your new primary identity.

### Step 5: Log in to Third-Party Sites

If you had any third-party sites or program that used your Globus credentials,
If you had any third-party sites or programs that used your Globus credentials,
you will need to log back in to them, so that fetch new Globus credentials.

Congratulations, the identity-demotion process is complete! You may now
re-activate endpoints, and return to normal life.




Congratulations, the identity-demotion process is complete!
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